When the opportunity stage in Salesforce reaches the specified phase, send the contract via GMO Sign.

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■Overview

This is a flow where a contract is sent via GMO Sign when the Salesforce opportunity phase reaches a specified phase.

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■Recommended for

1. Those responsible for customer management using Salesforce

・Sales teams handling interactions with customers

・Marketing teams making proposals to customers using Salesforce

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2. Those conducting contract operations using GMO Sign

・Recruiters and administrative staff in the HR department

・Legal personnel in companies

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■Benefits of using this template‍

When creating contracts, it is necessary to stop other tasks.
Due to being occupied with contract creation, there is the hassle of having to check progress again when resuming other tasks.

This template automatically creates and sends contracts via GMO Sign when the Salesforce opportunity phase reaches a specified phase.
This automates contract creation, allowing you to seamlessly continue other tasks without stopping them.

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■Notes

・Please integrate both Salesforce and GMO Sign with Yoom.

・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

・For instructions on setting outbound messages in Salesforce, please refer to the following.

https://intercom.help/yoom/ja/articles/9546117

・For instructions on how to request signatures with GMO Sign, please refer to here

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About the Apps You Use

Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

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Salesforce

Templates using

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GMO Sign

Yoom allows you to utilize the GMO Sign API without any coding. For example, you can create contracts using information from Yoom databases, Salesforce, kintone, etc., and automatically send these contracts through GMO Sign.

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